Plotkin Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $995K | Hold |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $897K | Sell |
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|
2023
Q3 | $886K | Buy |
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|
2023
Q2 | $859K | Buy |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $833K | Sell |
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|
2022
Q3 | $801K | Sell |
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|
2022
Q2 | $852K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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